Financing Your Legacy

1555 River Park Drive,Sacramento CA 95815

20 October, 2022

Description

IN-PERSON EVENT. This event is specific to business owners who gross $100k in annual revenue per year and are structured with the following business entities: LLC, S-Corp, C-Corp, Non-Profit, Partnerships, and business owners that want to scale their business to $100K or more in order to have viability. The forum will consist of a panel of experts from the following fields: Insurance, Business Planning, Real Estate, Estate Planning, and Financial Planning. Topics to Discuss: How to use life insurance for: Business CapitalBusiness succession planTo attract and retain employees Unique tax benefits using IRC Code Section 162Protect the intellectual capacity of business partners and other employeesFoundation for real estate investing for business ownersSPEAKERS Rick Gallego Regional Vice President with AMS Financial Solutions (a Platinum Provider and broker with WFG) He has been in the life insurance industry for over 33 yrs, including 14 years with Transamerica in the Pasadena and Los Angeles offices, and currently holds 8 years with AMS Financial. During his career, he has worked with every life insurance and annuity product available and has worked with all distribution channels, including independent brokerages, general agencies, institutional, IMO's, banks, property & casualty, and most importantly, World Financial Group. His experience includes comprehensive knowledge of advanced market concepts, such as premium finance, business planning, conservation easement, retirement design, and the foreign national market. Rick takes pleasure in sharing his experience and insight with agents in an easy-to-understand format that translates into instantly usable information that any agent can use to create opportunities. Brother Ayinde CEO of Black Star Investment Group. Born and Raised in Oakland CA. He received his B.S in Economics from UC Berkeley. After completing his MBA at Clark Atlanta University he began his Real Estate Career in 2000 starting with assessments and acquisitions. He then transitioned to property development and management. In 2007 he expanded his reach into property purchasing sales and finance. From 2011 to 2015 he began exploring commercial acquisitions, sales, and financing. In 2015 to date, his portfolio includes investing in strips of hotels inside the United States and he has seven projects in seven different countries. HOSTS Nikiya Santillan- Watts Former Nurse and Currently a Multi-Business Owner Nikiya Santillan-Watts is a Health Care Professional by heart and degree. Nikiya has a passion to be of service to her community and she transitioned from Healthcare to Wealthcare. She now is putting families in a better financial situation. Nikiya is on a mission to help others become financially empowered by building customized plans tailored to each client's specific personal, business, or life insurance needs. Nikiya can advise you on a multitude of products and services with a special niche in income protection, executive bonus plans, and tax free retirements. In her sparetime she loves spending time with her family and enjoying the freedom this industry has allowed her to regain. Sharifa Walker Former Social Worker and Currently a Senior Marketing Director at World Financial Group Her mission is to help individuals and families achieve financial independence by teaching concepts to build and protect wealth. She provides financial solutions that deliver peace of mind for her clients and associates. She champions the cause of individuals and families and empowers them to achieve their goals and dreams. She has a huge vision to help Educate, Empower and Uplift individuals, families, and business owners in all areas of their finances while creating opportunities all over the United States for financial freedom through Business Ownership.